Tor
Hall
Goldman Sachs Personal Financial Management
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About this Advisor
Tor Hall is a financial advisor operating out of San Diego, California with 5 years of relevant experience. Hall is currently employed by Goldman Sachs Personal Financial Management. Their career trajectory has included roles at United Capital Financial Advisers, LLC, Altegris Investments LLC, Cedar Capital, LLC/Good Harbor Financial, LLC, Northern Lights Distributors, LLC, Foreside Fund Services, LLC and Cedar Capital, LLC. Hall has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Montana, Nevada and Texas. Goldman Sachs Personal Financial Management is a registered investment company headquartered in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 employees. It controls $13 billion in total assets among its 82,991 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 153 charities and foundations. Of its 82,991 accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Goldman Sachs Personal Financial Management offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees usually depend on which services the firm provides the client. However, fees charged by Goldman Sachs Personal Financial Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Tor Hall Work History
Tor has been registered as a financial advisor for 5 years.*
United Capital Financial Advisers, LLC
Altegris Investments LLC
Cedar Capital, LLC
Foreside Fund Services, LLC
Northern Lights Distributors, LLC
Cedar Capital, LLC/Good Harbor Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tor Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldman Sachs Personal Financial Management
Carnegie, PA
Bethesda, MD
Los Angeles, CA
Cohoes, NY
New York, NY
Newport Beach, CA
Reno, NV
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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